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CTS FINANCIAL PLANNING, INC.
CERTIFIED TAX SERVICE, INC.
CRD 110960 · SEC 801-25781
737 NORTH MICHIGAN AVENUE, SUITE 2120, CHICAGO, IL, 60611, United States
Phone
312-337-1040
Fax
312-337-9862
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.9M
Discretionary AUM
$313.9M
Team
9 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $51.5M |
| High net worth individuals | 89 | $262.4M |
States served
CA, IL, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD